Q4 2020 13F Holders as of 31 Dec 2020
-
Type / Class
-
Equity / SH BEN INT
-
Total 13F shares
-
4,828,041
-
Share change
-
+370,502
-
Total reported value
-
$36,132,000
-
Price per share
-
$7.49
-
Number of holders
-
44
-
Value change
-
+$2,859,809
-
Number of buys
-
23
-
Number of sells
-
17
Institutional Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q4 2020
As of 31 Dec 2020,
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) was held by
44 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,828,041 shares.
The largest 10 holders included
MORGAN STANLEY, WELLS FARGO & COMPANY/MN, Shaker Financial Services, LLC, Koshinski Asset Management, Inc., Invesco Ltd., Moloney Securities Asset Management, LLC, KESTRA PRIVATE WEALTH SERVICES, LLC, STIFEL FINANCIAL CORP, Advisors Asset Management, Inc., and ADVISOR GROUP HOLDINGS, INC..
This page lists
44
institutional shareholders reporting positions in this security
for the Q4 2020 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.